Wize
Your coaching journeyWize Mentoring · Client onboarding
Coaching deckWelcome to Wize
2 min
WizeWIZE MENTORING
A NEW CHAPTER STARTS HERE

A stronger firm.
A freer future.

Welcome — your transformation journey begins today.

500+firms mentored
40+countries represented
Oneconnected Wize ecosystem
The Wize team standing together in front of a window overlooking the water
ONE WIZE. SIX CONNECTED SOLUTIONS.
Wize MentoringWize HubWize TalentWize AdvisoryWize AIWize Marketing
wizementoring.comBUILD A BUSINESS THAT CAN RUN WITHOUT YOU.01 / 17
01 / 17
100%
Speaker notes2 minutes · Includes discussion
Source: The Wize Website /our-story · Brand identity · Coaching outline · Photo: Supplied by Bren Ward · WIZEMAY2026-133.jpg · Wize team portrait
WizeWIZE MENTORING
A NEW CHAPTER STARTS HERE

A stronger firm.
A freer future.

Welcome — your transformation journey begins today.

500+firms mentored
40+countries represented
Oneconnected Wize ecosystem
The Wize team standing together in front of a window overlooking the water
ONE WIZE. SIX CONNECTED SOLUTIONS.
Wize MentoringWize HubWize TalentWize AdvisoryWize AIWize Marketing
wizementoring.comBUILD A BUSINESS THAT CAN RUN WITHOUT YOU.01 / 17
WizeWIZE MENTORING
02 / GETTING STARTED

We built firms
before we coached one.

“We stopped treating the firm like a job we’d bought and started treating it like a business we were building.”

Wize founders Ed Chan, Jamie Johns and Bren Ward
01

50+ years of combined experience

Hard-won lessons from building and running real firms.

02

The path we walked

Clear roles and systems, so the firm ran without us.

03

Written down for you

So you don’t have to figure it out alone.

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WizeWIZE MENTORING
03 / GETTING STARTED

Experience. Perspective.
A partner in your progress.

Tim Causbrook · Wize Mentor

Tim Causbrook
01

An owner’s perspective

CEO at Causbrooks & Associates, Sydney.

02

Systems that create freedom

Helping firm owners build structure and step out of day-to-day operations.

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WizeWIZE MENTORING
04 / GETTING STARTED

Experience. Perspective.
A partner in your progress.

Kristy Fairbairn · Wize Mentor

Kristy Fairbairn
01

An owner’s perspective

Founder & CEO, The Business Oasis. Licensed bookkeeper with ten years’ experience.

02

More balance. More freedom.

Practical support to reduce workload, gain flexibility and give firm owners their time back.

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WizeWIZE MENTORING
05 / GETTING STARTED

Experience. Perspective.
A partner in your progress.

Thomas S. Phabmixay · Wize Mentor

Thomas S. Phabmixay
01

An owner’s perspective

Co-Owner & Chairman, TMS Financial, Sydney. Decades of accounting experience.

02

Systems that create freedom

Turning owners’ knowledge into practical processes that work without them in the room.

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WizeWIZE MENTORING
06 / GETTING STARTED

Let’s start with you.

Where you are today. Where you want to go.

Two people shaking hands and talking at a Wize workshop
01

Your story

Firm history, partners, team and revenue.

02

Your challenges

What is getting in the way of progress?

03

Your ambition

What would a stronger firm make possible?

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WizeWIZE MENTORING
08 / GETTING STARTED

Ask. Explore.
Keep moving forward.

Your questions are part of the journey.

A Wize presenter in front of a projection screen inviting questions, with an attendee raising a hand
01

Ask at any point

Bring your ideas and questions into the conversation.

02

Stay on course

We will keep our discussion focused on today’s outcomes.

03

Make room for progress

Our session timing already includes questions and discussion.

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WizeWIZE MENTORING
09 / LEARNING & CHANGE

Small steps.
Lasting transformation.

Progress comes from the systems you repeat.

An attendee writing notes in a workbook at a Wize workshop table
01

Choose a direction

Connect your goals to a clear, practical process.

02

Build the habit

Consistent action makes progress repeatable.

03

Let progress compound

Keep showing up, even before the results are obvious.

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WizeWIZE MENTORING
10 / LEARNING & CHANGE

The Learning Pyramid
Action = Retention

Experience deepens learning. Teaching makes it clearer.

Original learning pyramid showing passive and participatory learning methods
Original source graphic. Retention percentages are unverified and are not established by Edgar Dale’s Cone of Experience.
01

Understand

Read, listen, observe and discuss.

02

Apply

Practise the ideas in your own firm.

03

Teach

Explain what you have learned to someone else.

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WizeWIZE MENTORING
11 / LEARNING & CHANGE

The Rule of 33

Three ways to turn knowledge into capability.

The original Rule of 33 diagram: one third learning from mentors, one third with peers, one third teaching others
⅓

Learn

From your Wize leaders and coach.

⅓

Share

With your peers and colleagues.

⅓

Teach

Your staff and team what you have learned.

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WizeWIZE MENTORING
12 / LEARNING & CHANGE

The Four Stages
of Learning

Confidence is built, one stage at a time.

A Wize presenter speaking to a seated audience at a workshop, seen from behind the audience
01

Unconscious incompetence

You do not yet know what you do not know.

02

Conscious incompetence

You can see what you need to learn.

03

Conscious competence

You can do it, with focus and effort.

04

Unconscious competence

Your skills become second nature.

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WizeWIZE MENTORING
13 / LEARNING & CHANGE

The 3R's of Change

A new way of working needs more than a good intention.

An attendee working on a laptop at a round wooden table during a Wize workshop
01

Relate

Connect with people who model a better way.

02

Repeat

Practise the new behaviour consistently.

03

Reflect

Review what is working and what needs to change.

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WizeWIZE MENTORING
14 / LEARNING & CHANGE

Ten years of belief.
One year of unlearning.

However long you’ve carried a limiting belief, expect about a tenth of that time to put it down. It isn’t a magic wand. It’s a process, and the process has a length.

01

You can’t skip the steps

Entrepreneurs assume they can fix it faster. Sometimes. But the work still has to be done.

02

Be curious, not judgmental

Most people hand out grace freely to everyone but themselves. Turn some of it inward.

03

Slow down

Measure progress against the ratio, not against how fast you wish it would go.

One decade of thinking it10 years held→ ~1 year to unwind
Two decades of thinking it20 years held→ ~2 years to unwind
Three decades of thinking it30 years held→ ~3 years to unwind
One tick = one year carrying the beliefOne block = one year of doing the work
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WizeWIZE MENTORING
15 / THE WIZE WAY

The 3P foundations
of a stronger firm.

The right people. The right work. The right outcomes.

Original three-P Venn diagram connecting People, Process and Performance around freedom

People

Lead and develop the right people in the right seats.

Process

Create repeatable policies, procedures and SOPs.

Performance

Measure the outcomes that move your firm forward.

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WizeWIZE MENTORING
16 / THE WIZE WAY

The DPEM
Coaching Model

One clear cycle for continuous progress.

The original Wize DPEM coaching model: Discover, Plan, Execute and Measure around 101 Steps to Freedom
01

Discover

Your goals, dreams and current challenges.

02

Plan

The steps that will move you towards them.

03

Execute

Put the plan into action across your team.

04

Measure

Progress for individuals, teams and the firm.

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WizeWIZE MENTORING
17 / THE WIZE WAY

A clear path
to a freer future.

101 connected coaching steps. One practical pathway.

The original Wize Freedom Map with 101 interconnected coaching steps
01

Start at step one

Build the foundations before moving ahead.

02

Work methodically

Follow the map with your coach, one priority at a time.

03

Respond, then return

Address urgent issues without losing sight of the plan.